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Configure role-based permissions for Salesforce-NetSuite (IO) integration app in Salesforce

Administrative Permissions

Additional References:  

Permission types 

  • API Enabled

  • Bulk API Hard Delete

  • Chatter Internal User

  • Customize Application

  • Import Custom Objects

  • Lightning Console User

  • Manage Custom Permissions

  • View Setup and Configuration

General User Permissions

Additional References:  

Permission types 

  • Activate Orders

  • Allow View Knowledge

  • Deliver Uploaded Files and Personal Content

  • Edit Activated Orders

Enabled Apex Class Access

Apex classes will be available post installation.

Additional References:  

Permission types 

  • integrator_da.RealTimeExportBatch

  • integrator_da.RealTimeExportResult

  • integrator_da.RealTimeExportTrigger

  • integrator_da.RealTimeExporter

  • netsuite_conn.CeligoRESTService

  • netsuite_conn.NetSuiteConnectorPackageInstall

Object Permissions

Objects will be available post-installation.

Additional References:  

Salesforce Permission 

Components 

Permission types 

Standard object permissions

  • Accounts

  • Contacts

  • Contracts

  • Opportunities

  • Orders

  • Price Books

  • Products

Enable the following:

  • Create

  • Delete

  • Edit

  • Modify All

  • Read

  • View All

Custom object permission for the NetSuite package

  • Connections

  • Contract Items

  • Item Fulfillments

  • NetSuite Financials

  • Real-Time Sync

  • Related SObject Sync

Field-Level Security

Fields will be available post-installation.

Additional References:  

Salesforce Permission 

Components 

Permission types 

Account

  • Account Balance

  • Channel Tier

  • Credit Hold

  • Credit Limit

  • Days Overdue

  • NetSuite Id

  • NetSuite Record

  • NetSuite Sync Error

  • Overdue Balance

  • Skip to Export to NetSuite

  • Unbilled Orders

Enable the following:

  • Edit

  • Read

Contact

  • NetSuite Id

  • NetSuite Record

  • NetSuite Sync Error

  • Skip to Export to NetSuite

Enable the following:

  • Edit

  • Read

Contracts

  • Bill To Tier

  • Contract Renewed On

  • Distributor

  • End-User

  • NetSuite Contract Number

  • NetSuite Id

  • NetSuite Record URL

  • NetSuite Renewal Opportunity

  • NetSuite Renewal Transaction Internal Id

  • Original Contract

  • Renewal Terms

  • Reseller

  • Ship To Tier

Enable the following:

  • Edit

  • Read

Field-Level Security

Salesforce Permission 

Components 

Permission types 

Opportunity

  • Bill To Tier

  • Contract Opportunity

  • Contract Term

  • Distributor

  • End Date

  • End-User

  • From Contract

  • NetSuite Id

  • NetSuite Opportunity Id

  • NetSuite Opportunity Record

  • NetSuite Order Number

  • NetSuite Originated Order

  • NetSuite Record

  • NetSuite Sync Error

  • Renewal Terms

  • Reseller

  • Ship To Tier

  • Skip to Export to NetSuite

  • Start Date

  • Sync In Progress

Enable the following:

  • Edit

  • Read

Opportunity Product

  • Contract Item Id

  • Contract Term

  • Discount

  • End Date

  • List Rate

  • NetSuite Line Id

  • Pricing Type

  • Start Date

Enable the following:

  • Edit

  • Read

Field-Level Security

Salesforce Permission

Components

Permission types

Order

  • Discount Total [NetSuite]

  • NetSuite Id

  • NetSuite Order Number

  • NetSuite Order Status

  • NetSuite Record

  • Opportunity

  • Ship Date

  • Skip to Export to NetSuite

  • Sub-Total [NetSuite]

  • Tax-Total [NetSuite]

  • Total [NetSuite]

Enable the following:

  • Edit

  • Read

Order Product

  • NetSuite Discount(%)

  • NetSuite Line Id

Enable the following:

  • Edit

  • Read

Products

  • NetSuite Id

  • NetSuite Record

  • Term / Pricing Type

Enable the following:

  • Edit

  • Read

Custom Field-Level Security

  • Connection

  • Contract Item

  • Item Fulfillments

  • NetSuite Financials

  • Real-Time Sync

  • Related SObject Sync

Enable the following:

  • Edit

  • Read

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Comments

6 comments
Date Votes
  • None of the field-Level Security components exists. For example, I look under Salesforce Permissions for 'Account', but 'Account Balance' is not there, nor are any of the other components lists.

     

    Custom Object permissions also seems to have changed

    0
  • The field Account Balance is a custom field created during the Salesforce NetSuite (IO) integration app installation. The fields, components and custom objects will be available post installation.  

    Please let us know if you continue to face issues. 

    0
  • I find them now - thank you.

    I'm not sure exactly where and for what purpose I'm supposed to set them. Are they vital for configuring the integrator, or are they for the the sales and support roles? 

    I have created a 'Celigo Integrator Permission Set' to capture them all - is that the best way to assign them to the users/profiles?

    And a couple questions about mechanics: (Ok, the first two of them are requests for clarification in the documentation)

    Two of the permissions do not exist for me - I suspect it is because I haven't enabled the functionality in SFDC. I would have spent less time looking for them if I had known that was a potential reality. General User Permissions ->'Allow View Knowledge' and 'Deliver UploadedFiles and Personal Content'

    Object Permissions -> Standard object permissions -> Price Books and Products do not have the option for "Modify All" and "View All"

    Some of the Field Level Security components exists twice - once as (IO), and once not. For example, Account->Channel Tier and Acccount->Channel Tier(IO) are both present in the list. Which one needs to be enabled for both Edit and Read?

    Field-Level Security component  Contracts -> NetSuite Renewal ID is not included in the list in the above

    Field-Level Security component Opportunity Product -> Pricing Type is Read only - cannot set 'Edit'

    Finally, The last section of this document, Custom Field-Level Security, does not match the preceding sections. The 'components' listed aren't items, they are lists or collections, and they can't be enabled for Edit/Read. I think. If so, can you clarify for me?

    Thank you for this interface letting me make comments, and answering questions.

     

    0
  • sorry, I mis-typed - the potentially missing Field-Level Security component is  Contracts -> NetSuite Renewal Transaction Id (IO). 

    0
  • In the Apex Class Access section, These two look like V2 names. are they obsolete?  Should they be excluded from this IO document? They are not options in my SF installation.

    • netsuite_conn.CeligoRESTService
    • netsuite_conn.NetSuiteConnectorPackageInstall

    What about this  integrator_da.RealTimeExportBatch?  Why not integrator_da.RealTimeExportIO?

    0
  • Hi METER Group,

    Thanks for letting us know about this! We'll check with our SFNSIO experts and get back to you shortly. 

    0

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